Retirement Plan Solutions

We have options to ensure your employees have a successful and comfortable retirement. As a business owner, your time is limited. Work with us. Starting a retirement savings plan is easier and simpler than you think.

As an employer, you can help your valued employees save for their future. Not to mention, with a solid and attractive plan in place, you will be able to retain qualified employees while possibly taking advantage of some tax savings.


Simplified Employee Pension

A Simplified Employee Pension, or SEP, is best suited for self-employed individuals and small businesses where contributions for employees are funded by the employer. An SEP is relatively easy to maintain, allows for the ability to contribute generously, and can include adjustable contributions and employee requirements.

Simple IRA

A Simple IRA retirement plan is a targeted choice for businesses with no more than than 100 employees. This plan is easy to manage and funded mainly by employee salary deferrals. In addition, you can take advantage of contribution flexibility.


A 401(k) Retirement Plan is ideal for larger businesses that want to customize a retirement package for their employees. It is funded by employee contributions with the option for employers to match funds.


A Profit-sharing Retirement Plan for your employees is an option if your business wants to provide a tax-qualified retirement plan or if you are self-employed. Profit-sharing offers a great deal of flexibility and allows employees to share in the profits of the business. The plan is funded by the company or business owner for the employee. Contributions can vary from year to year.

Non-Qualified Deferred Compensation

This type of retirement plan can be offered to all of your employees or to a select group of employees/management. It can be in addition to the benefits provided under your qualified retirement plan.

Contact one of our retirement specialists today to help you build the plan that works best for your business and your employees.

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. 1ST SUMMIT Financial Partners is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of no guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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